Posted by origamiandair > 2019-04-02 09:38 | Report Abuse

The problem is the fear of more on the slowdown in China. China people might spend less. If that happens, then almost every country in ASEAN, or even beyond might feel the pain (or already feeling).

But then the latest PMI data just released shows that things are pretty much good. US are starting to recover, but Bursa still red.

Posted by Sarawakians > 2019-04-02 09:48 | Report Abuse

TF can you have more flights in Sarawak? Pan Borneo Highway progress very slow how to travel far in Sarawak?

Posted by kulimkia > 2019-04-02 10:14 | Report Abuse

previously when AA took over MAS, hell broke loose and there was mutiny and dissatisfaction internally. so, no...AA wont do it again

Posted by moneymakingtoday > 2019-04-02 10:26 | Report Abuse

AA took over MAS ?

Posted by kulimkia > 2019-04-02 10:30 | Report Abuse

way back in 2011

Posted by Khaz > 2019-04-02 10:31 | Report Abuse

let MAS die, who want bankrupt airline

Posted by kulimkia > 2019-04-02 10:34 | Report Abuse

I think we need to understand that MAS is not made to be a profitable company from the start. which is very sensitive and not proper to mention too much.
working culture is very very complacent and full of training, meetings, classes, events, etc, which are not directly work related and not mentioning airplane that;s carrying staffs(zero cost, first class) more than paying passengers.

Posted by moneymakingtoday > 2019-04-02 10:48 | Report Abuse

Kulimkia, you got all wrong bro, that was Khazanah who invested in in MAS, AA and AAX and tried getting the latter to invest back into MAS as a means of doing a joint minor deal.

AA never took over MAS

Posted by moneymakingtoday > 2019-04-02 10:50 | Report Abuse

AA is a good company but as what a few forumers here have mentioned, TF and his team needs to manage AA strategically and not simply expand aimlessly and divest just to boost short term profits

Posted by kulimkia > 2019-04-02 10:52 | Report Abuse

moneymakingguy, ok, if you say so.

Posted by mancingbursa > 2019-04-02 11:17 | Report Abuse

Haha

Posted by TonyF > 2019-04-02 11:17 | Report Abuse

AA biz still growing. Why RM 3 so difficult?

Posted by TonyF > 2019-04-02 11:22 | Report Abuse

Last QR loss is to avoid paying too much tax.

Posted by TonyF > 2019-04-02 11:23 | Report Abuse

Pay more dividend is better than pay tax.

Posted by TonyF > 2019-04-02 11:35 | Report Abuse

You don't know 50% 1st half 2019 oil already hedged?

Posted by TonyF > 2019-04-02 11:36 | Report Abuse

2018 oil price is higher. Pls read chart.

Posted by Betkaukau > 2019-04-02 11:42 | Report Abuse

Airasia.com will be setup as a separate company so that it can be listed soon..

Posted by Betkaukau > 2019-04-02 11:44 | Report Abuse

He just hentam high oil price today. Yesterday he hentam high leasing cost.

Posted by PH_better > 2019-04-02 12:23 | Report Abuse

USD 60+ got wrong?

Posted by Betkaukau > 2019-04-02 12:47 | Report Abuse

@factorrumour don't ask, just post the facts with figures if you have it

Posted by franky65 > 2019-04-02 12:47 | Report Abuse

my goodness what a forum,
all gossip, rumors and fiction, get real guys and produce REAL news and insight lets face it, in the end we all made money from this counter and we will so in the future . So why all this whining?????

Posted by origamiandair > 2019-04-02 13:25 | Report Abuse

Betkaukau, not only airasia.com. Tony mentioned many times before actually that digital business, under Redbeat might be listed in NYSE.

AA also has the possibility to spin off its logistics arm, RedCargo. Even BigPay, if it grows as large as Square, PayPal or its likes, might be spun off as well.

Pretty decent potential. And tech stocks carry even higher valuations than what analysts see its mother share.

Posted by Betkaukau > 2019-04-02 13:33 | Report Abuse

Listing the digital business will bring in more valuation as current zero valuation. Listed at Bursa or HKSE is good enough..

Tony Fernandes@tonyfernandes

Just returned from the phillipines. As always predicted. This is our diamond. This airline will be as large as Thailand. Indonesia doing great to.

Posted by Khaz > 2019-04-02 13:49 | Report Abuse

GDEX, AirAsia (Outperform, TP: RM3.50)

Posted by HLX4U > 2019-04-02 13:55 | Report Abuse

Thai AirAsia in the second quarter is introducing new routes to China, from Chiang Mai and Chiang Rai. Planned new routes include the following.

Chiang Mai – Sanya eff 02MAY19 3 weekly
FD328 CNX2345 – 0320+1SYX 320 246
FD329 SYX0440 – 0605CNX 320 357

Chiang Rai – Shenzhen eff 30APR19 1 daily (until 14JUN19)
FD576 CEI2240 – 0240+1SZX 320 D
FD577 SZX0345 – 0550CEI 320 D

Posted by Shinnzaii > 2019-04-02 15:50 | Report Abuse

you need to understand fuel swap...fuel swap agreement entered at December last year...at first you need to understand how fuel swap works for airline side...first 2 quarter likely can absorb...third and forth quarter if oil price continue to rise then not a good sign...hehe

Posted by luke_mccauley > 2019-04-02 15:50 | Report Abuse

Did anyone from this forum attend InvestMalaysia a couple of weeks ago ?

Posted by origamiandair > 2019-04-02 16:05 | Report Abuse

More issues for Boeing, this time across our southern border.

https://www.bloomberg.com/news/articles/2019-04-02/singapore-air-grounds-two-planes-on-rolls-royce-engine-issue-jtzf5ex1?utm_medium=social&cmpid=socialflow-twitter-business&utm_campaign=socialflow-organic&utm_source=twitter&utm_content=business

Posted by Khaz > 2019-04-02 16:08 | Report Abuse

good then more biz for air asia

Posted by origamiandair > 2019-04-02 16:13 | Report Abuse

Different segment but then, sentiment counts lol.

Posted by Khaz > 2019-04-02 16:17 | Report Abuse

more boeing grounded then less seat for other airlines, more filled seat for air asia? small effect?

Posted by origamiandair > 2019-04-02 17:47 | Report Abuse

Need to see how many are budget and how many are full-service. And how many planes are affected among the budget segment before we can see the clearer picture. But then, bad sentiment for Boeing -- people are afraid to fly any Boeing -- is always good for AirAsia.

Posted by origamiandair > 2019-04-02 19:37 | Report Abuse

Why AirAsia CEO Tony Fernandes wants to grow the Malaysian budget airline organically

https://www.youtube.com/watch?v=nVO6gtclV3Y

Posted by Surewind > 2019-04-02 22:24 | Report Abuse

To the guy who said Singapore grounds Boeing, the same issue would be seen on the A330neo which is using same Rolls-Royce Trent 7000 engine blade which Airasia is buying aggressively. But good thing is A330neo is for long flights for AirasiaX. Also, this is regarding wear and tear so not something direct and hope RR can fix it in time.

Posted by HLX4U > 2019-04-03 01:30 | Report Abuse

Surewind To the guy who said Singapore grounds Boeing, the same issue would be seen on the A330neo which is using same Rolls-Royce Trent 7000

Same RR as?
The Boeing 737-Max is using LEAP engines from CFM International, not Rolls-royce.

Posted by 8888_ > 2019-04-03 03:36 | Report Abuse

Outlook for 2019. The Group is planning for a net increase of additional 22 aircraft through operating leases in FY19, with targeted seat capacity growth of 11% and Group load of 85%. For FY19, the Group has hedged 52% of its fuel requirements at USD63.41/bbl, with unhedged fuel cost to increase by c.RM368m compared to RM703m in FY18 (assuming Brent increases to USD80/bbl). Going forward, it also has hedged 40% of Brent at USD59.89/bbl and 4% at USD59.23/bbl for FY20-21 respectively.
https://klse.i3investor.com/servlets/ptres/49407.jsp

Posted by 8888_ > 2019-04-03 04:11 | Report Abuse

Tony Fernandes: airasia.com will be set up as separate co
https://www.theedgemarkets.com/article/tony-fernandes-airasiacom-will-be-set-separate-co

Posted by Betkaukau > 2019-04-03 08:47 | Report Abuse

Hope today can collect some at below 2.60.........

Posted by origamiandair > 2019-04-03 09:26 | Report Abuse

If I'm not wrong, AA has quite alot of GE engines as well. Not sure how is the percentage mix between RR and GE. No data in hand atm.

Posted by 8888_ > 2019-04-03 10:07 | Report Abuse

MacQuarie TP RM 5 when can come? 2020?

Posted by 8888_ > 2019-04-03 10:08 | Report Abuse

Top 50 counters by market cap, AA has lowest PE and highest DY.

Posted by 8888_ > 2019-04-03 12:27 | Report Abuse

Malaysian, Chinese firms Interest in Penang airport expansion
https://klse.i3investor.com/blogs/savemalaysia/200753.jsp

Posted by Betkaukau > 2019-04-03 13:42 | Report Abuse

AirAsia gets highest number of air traffic right approvals in 1Q19 — Mavcom

https://www.theedgemarkets.com/article/airasia-gets-highest-number-air-traffic-right-approvals-—-mavcom

Posted by Bullballs > 2019-04-03 14:31 | Report Abuse

Bullballs decided to pick up another load today. Too quiet to be comfortable. Got a balls feeling that a big storm is coming

Posted by toto > 2019-04-03 15:09 | Report Abuse

GenM & Genting prices were being pressed down to a vy low price earlier. Suddenly today announcemt of its purchase on Equanimity, their prices shoot up respectively.... May be AA is also like that ????

Posted by newinvestor17 > 2019-04-03 15:25 | Report Abuse

lol, in your dreams la toto

Posted by graynoize8 > 2019-04-03 15:45 | Report Abuse

More like separating cost centres or something similar. Nothing spectacular.

Posted by Betkaukau > 2019-04-03 16:05 | Report Abuse

Current there is zero valuation for AirAsia.com under AAGB.

Posted by elbrutus > 2019-04-03 17:15 | Report Abuse

just let AA management do what is required to expand n see for ourselves whether got any solid substances to show for ...u guys said this n that but how sure r u honestly ??? ...give it a rest lah n when d time comes for head hunting ...literally ....then baru tembak also not too late !!!

Posted by Betkaukau > 2019-04-03 20:24 | Report Abuse

Tony Fernandes Retweeted

Apr 2
We’re giving you GREAT DEALS beyond flights–perfect for your next adventure!

Just head over to Airasia.com for discounts on your hotels and activities! Don’t forget to use the promocode APRLAUNCH